The exact number of GPUs operated by AWS is unknown. In November 2024, LessWrong estimated that Amazon had between 250,000 ...

In my initial analysis of Nebius Group (NBIS) about a month ago, I gave a broad overview of why I saw this stock as a ...

The new chip offers double the computing power of Huawei's 910B, for a performance comparable to the Nvidia H100 chip. Here's ...

Huawei Technologies plans to begin mass shipments of its advanced 910C artificial intelligence chip to Chinese customers as ...

Explore the Google vs OpenAI AI ecosystem battle post-o3. Deep dive into Google's huge cost advantage (TPU vs GPU), agent strategies & model risks for enterprise ...

The Ministry of Electronics and Information Technology has chosen Sarvam AI to develop India’s first sovereign large language ...

Amazon's big retail business navigated GPU shortages by emphasizing ROI and tightening its approval process to balance internal supply and demand.

Nvidia and other chip stocks fell Monday as China's Huawei is reportedly boosting production of its leading AI chips ...

As noted, a perfect storm of demand and limited supply allowed Nvidia to charge north of $40,000 for its Hopper chip early ...

Elon Musk is reportedly seeking to raise up to tens of billions of dollars for xAI as part of an effort to revalue the ...